Profit Investments

Institutional

Since Profit Investments was established in 1996, our flagship products have been our composite portfolios serving institutional clients. We have a long and solid track record managing large-cap, small-cap and socially responsible portfolios.

Large-Cap Equity

Fund Facts

Stocks 40-90 Stocks
Turnover 35% Turnover
Inception Date 10/31/97

Overview

The Profit Large Cap Equity portfolio seeks to provide investors with a high, long-term total return, consistent with the preservation of capital and maintenance of liquidity by investing primarily in the common stock of established, larger capitalization companies. Profit Large Cap Equity is benchmarked to the Russell 1000 Growth and Russell 1000 Indexes.

Small-Cap Equity

Fund Facts

Stocks 35-55 Stocks
Turnover < 30% Turnover
Inception Date 03/31/05

Overview

The Profit Small Cap Equity portfolio seeks to provide investors with long-term capital appreciation by investing primarily in the common stock of established small capitalization companies. The Profit Small Cap Equity is benchmarked to the Russell 2000 and Russell 2000 Growth Indexes.

Social Equity

Fund Facts

Stocks 35-60 Stocks
Turnover < 30% Turnover
Inception Date 11/04/02

Overview

The Profit Social Equity portfolio seeks to provide investors with a high, long-term total return, consistent with the preservation of capital and maintenance of liquidity by investing primarily in the common stock of established, larger capitalization companies which have passed social screens of reputable socially screening research firms. The Profit Social Equity is benchmarked to the R1000, R1000 Growth and the MSCI/KLD 400 Indexes.



For information regarding our institutional products, email: coliver@profitfunds.com